Client Account Services Specialist (1 Year Contract)

OCBC Group; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Bank of Singapore is seeking a detail-oriented professional for the Client Account Services role within the Account Control & Monitoring Team in Singapore. You will review account documentation, perform static maintenance, and ensure accurate blocking/unblocking, with responsibilities spanning onboarding to account closure.

The role reports to the Team Lead and requires meticulous attention, strong Excel skills, and the ability to work with Relationship Managers, Compliance, and Operations

Qualifications

• Min Diploma holder.
• Meticulous and detail oriented.
• Strong communication skills, both verbally and in writing.

Responsibilities

• Ensure all processes are completed accurately, timely, and in compliance with regulatory and internal requirements.
• Process account blocking and unblocking requests accurately and within stipulated timelines.
• Review and perform account closures in the Bank's core systems.
• Conduct monthly Dormant Account Reviews and take appropriate follow-up actions.
• Handle queries, exceptions, investigations, and escalations effectively.
• Perform bank-initiated account maintenance updates in the Bank's core systems.
• Maintain and update procedures and internal guides as required.
• Provide backup support and coverage for team members.
• Support process improvement initiatives and other duties assigned.

Skills

Communication skills

Teamwork

Attention to detail

Verbal and written communication

Education

Diploma

Tools

MS Excel

Job description

Bank of Singapore opens doors to new opportunities. At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

Client Account Services provide account services support in areas of account documentation review, screening, static and data inputs, as well as account control and monitoring to Relationship Managers across all BOS locations through the account lifecycle from onboarding, periodic review, and maintenance till account closure. This role reports into Account Control and Monitoring Team, where the candidate will be responsible for timely and accurate static maintenance, dormant account reviews, blocking/ unblocking services, trawling, quality assurance and account closures.

Key stakeholders will include Relationship Managers/ Assistant Relationship Managers, Compliance and Operations.

Overview

Ensure all processes are completed accurately, timely, and in compliance with regulatory and internal requirements. Process account blocking and unblocking requests accurately and within stipulated timelines Review and perform account closures in the Bank's core systems. Conduct monthly Dormant Account Reviews and take appropriate follow-up actions Handle queries, exceptions, investigations, and escalations effectively. Perform bank-initiated account maintenance updates in the Bank's core systems. Maintain and update procedures and internal guides as required. Provide backup support and coverage for team members. Support process improvement initiatives and other duties assigned. Open to new tasks with the business. Report to the Team Lead, Account Control & Monitoring Team.

Requirements

Min Diploma holder Meticulous and detail oriented. Strong communication skills, both verbally and in writing. Ability to work effectively as part of the team. Ability to work independently with minimal direction. Working knowledge of Microsoft applications, especially Excel.

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.